Advisor at Cooper Financial Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cooper Financial Investments, LLC
Location
Mesa, AZ 85206
Credentials
Series 63, Series 65
Industry experience
18 years
Brad Cooper is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ. He holds Series 63 and Series 65 registrations and has 18 years of industry experience. In addition to his advisory work, Cooper assists an estate planning firm with trust and will services through Copper Canyon Law. Cooper Financial Investments, LLC provides financial planning and consultative services to individual clients, placing portfolios with third-party managers and offering assets-under-advisement support, ongoing reporting, and educational seminars.
Based on Cooper Financial Investments, LLC
Based on Cooper Financial Investments, LLC
Fixed fees for financial planning services (amounts negotiated per client)
$0+: 2.00% (Strategic Portfolios) $0+: 1.80% (Tactical Portfolios) $0+: 1.70% (Allocation & Defined Outcome Portfolios) $0+: 1.00% (Preservation Portfolios) $0+: 1.50% (Private Wealth Portfolios) $0+: $300 flat fee (Client Directed Accounts)
$300 per hour for financial planning services
Fee-only: Assets Under Advisement fees: Up to $1,000,000: 1.00%; $1,000,001 to $2,000,000: 0.75%; $2,000,001 to $3,000,000: 0.50%; Over $3,000,000: 0.40%
3850 E. Baseline Road, Suite 119
Mesa, AZ 85206
Arizona · Louisiana
Meraki Intermediate Holdings, LLC
2025 - Present (1 year)
Cooper Intermediate, LLC
2025 - Present (1 year)
Cooper Holdco 2, Inc.
2025 - Present (1 year)
Cooper Holdco 1, Inc.
2025 - Present (1 year)
Cooper Financial Investments, LLC
2017 - Present (9 years)
Horter Investment Management, LLC
2014 - 2017 (3 years)
Cooper Financial Group, Llc
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
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CFP®, Series 65
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Series 66
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Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 65
Scottsdale, AZ
zQuant Advisory, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Wealthstone Private Wealth Management, LLC
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